Senior Portfolio Manager
3 hours ago
Recooty is seeking a highly skilled Senior Credit/Capital Financing Manager to join our team. As a key member of our finance department, you will be responsible for independently managing the funding after closing, including funding monitoring, completing annual reviews, analyzing any changes in the borrower or project, proactively identifying early warning signs of trouble, and implementing risk mitigation strategies.
Key Responsibilities:- Monitor funding Closing Summary and send welcome letter to borrowers at funding handoff meeting post-closing.
- Review Status Report template provided by loan Officers for clarity and conformity to commitment letter and loan documents.
- Oversee the completion of loan files including receipt of copies of recorded documents and final title policy.
- Monitor compliance with credit policies covering risk management and participate in quarterly monitoring and loan loss reserve meetings.
- Review and recommend procedures to monitor and maintain collateral of secured loans, including insurance and property tax compliance, appraisal and reserve requirements.
- Design forms, procedures, processes, and reports to enhance and/or automate Portfolio Management function, especially as it relates to database reporting.
- Collect and analyze quarterly financial reports and project status updates from borrowers, proactively identifying early warning signs of trouble and implementing risk mitigation strategies.
- Perform annual reviews on each loan in the portfolio and make risk rating recommendations.
- Monitor payment of real estate taxes, insurance, and other escrows, with assistance of Loan Administrator.
- Undergraduate degree in business, finance, economics, or accounting; advanced degree in a relevant field (finance, planning, etc.) is a plus.
- At least 5 years of demonstrated relevant portfolio management experience in a Technology start-up or structured financial institution.
- Knowledge and experience with multifamily real estate finance required; community development real estate lending, especially affordable housing lending experience is a plus.
- Proficiency in analyzing complex financial statements of for-profit and nonprofit organizations and their real estate operations.
- Ability to create amortization schedules and cash flow spreadsheets when needed.
- Familiarity with business law concepts including contracts, mortgages, appraisals, loan collateral, uniform commercial code, creditors' rights, and forms of business organization.
- Knowledge of federal and state real estate development subsidy programs that serve urban and rural areas.
- Commitment to community development, low-income communities, and a strong work ethic.
- Professional demeanor and willingness to cooperatively participate on a team in a mission-based organization.
- Self-starter with the ability to work independently as well as collaboratively in a small team; experience in public speaking is a plus.
- Capacity to prioritize multiple tasks to meet deadlines; detail-oriented.
- Demonstrated ability to prepare clear, accurate, well-organized written and financial reports and to communicate verbally in an effective manner.
- Proficient in software programs not limited to CRMs, ERP systems, and email suites.
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